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Synchronize Actual Hours from Time Sheet to Labor Lines

Reference No: 29363

Details

Support is provided for syncing Actual Hours from the Time Sheet to Labor lines. The system provides two options, Synchronize And Update Planned Hours and Synchronize And Update Actual Hours in the Labor Planning window.

The Synchronize And Update Planned Hours option allows you to synchronize the RT, DT, OT, EWT and Task details from R2 Labor to R2 labor line in the R2 application for the selected lines.

 The Synchronize And Update Actual Hours allows you to synchronize and update the Actual Hours from the R2 Labor Time Sheet to R2 Labor line RT Hours for the selected lines. This will also synchronize the Total Hours from the R2 Labor Time Sheet that is in Approved Status created for booking line to RT hours of Labor line.

The details are explained in the sample workflow given below:

Prerequisites

  1. Login to the R2 application.

  2. Select the Maintenance module > Labor tab > click the New icon.

  3. Create the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER].

  4. Save and Exit the Maintenance module.

  5. Select the Configuration module > General tab > select the Split Labor line by quantity check box.

  6. Save and Exit the Configuration module.

  7. Relaunch the R2 application.

Sample Workflow

Synchronize And Update Planned Hours

  1. Select the Account module. The Account window is displayed.

  2. Tag a Company [JVC].

  3. Create an Order [ORD-1315] for 2 days duration.

  4. Select the Labor tab. Click the Search Labor icon. The Search Labors window is displayed.

  5. Add the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER] with 1 Qty each, as shown in Figure 1.0.

Figure 1.0 ORD-1315 with the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Select the Schedules tab > click the Add icon to add an Order Task, as shown in Figure 1.1.

Figure 1.1 Schedules tab with the Order Task [Rehearse]

  1. Select the Order Task [Rehearse] for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER], as shown in Figure 1.2.

Figure 1.2 Selected Tasks for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Save and Exit the Order [ORD-1315].

  2. Login to R2 Labor application.

  3. Select Planning > search the Order [ORD-1315], as shown in Figure 1.3.

Figure 1.3 Select Planning in R2 Labor and Search the Order [ORD-1315] created in R2

  1. Click the Order [ORD-1315] link. The Order [ORD-1315] Scheduling window is displayed, as shown in Figure 1.4.

  2. Click the Resource importable button, as shown in Figure 1.4.

Figure 1.4 Order [ORD-1315] Scheduling window

  1. The Resource Search window is displayed, as shown in Figure 1.5.

  2. Select a Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] and does not have any company tagged where the Resource Type is a Freelancer.

Figure 1.5 Select a Resource in the Resource Search window

  1. The Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] is selected, as shown in Figure 1.6.

Figure 1.6 Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] selected

  1. Save and Exit the R2 Labor application.

  2. Login to the R2 application.

  3. Select the Account module. The Account window is displayed.

  4. Select the Search Orders icon. The Search Orders window is displayed.

  5. Search and Open the Order [ORD-1315].

  6. Click the Labor Planning icon that is highlighted in Red color, the Labor Planning window with the Conflicts and Reason for Conflict [RT, DT is Modified] is displayed in Pink color, as shown in Figure 1.7.

Figure 1.7 Order [ORD-1315] > click Labor Planning icon > the Labor Planning window

  1. You can either select one Labor ID [PRODUCTIONMANAGER] and select the Synchronize And Update Planned Hours option or directly select the Synchronize And Update Planned Hours option, as shown in Figure 1.8.

Figure 1.8 Select the Labor ID [PRODUCTIONMANAGER] > Synchronize And Update Planned Hours option

  1. The system displays a prompt with the message "Do you want to Synchronize and Update Planned Hours", as shown in Figure 1.9.

Figure 1.9 A prompt with the message "Do you want to Synchronize and Update Planned Hours" is displayed

  1. You can either select the Selected Lines button to Synchronize And Update Planned Hours only for the selected lines or select the All Lines button to Synchronize And Update Planned Hours for all the lines.

  2. Select the All Lines button. All the modified Labor lines in R2 Labor now gets synchronized to R2 and is displayed as Black in color, as shown in Figure 1.10.

Figure 1.10 Modified Labor lines in R2 Labor Synchronized to R2

Synchronize And Update Actual Hours

  1. Select the Account module. The Account window is displayed.

  2. Tag a Company [JVC].

  3. Create an Order [ORD-1315] for 2 days duration.

  4. Select the Labor tab. Click the Search Labor icon. The Search Labors window is displayed.

  5. Add the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER] with 1 Qty each, as shown in Figure 2.0.

Figure 2.0 ORD-1315 with the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Select the Schedules tab > click the Add icon to add an Order Task, as shown in Figure 2.1.

Figure 2.1 Schedules tab with the Order Task [Rehearse]

  1. Select the Order Task [Rehearse] for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER], as shown in Figure 2.2.

Figure 2.2 Selected Tasks for each of the Labor Positions [CAMERAOPERATOR] and [PRODUCTIONMANAGER]

  1. Save and Exit the Order [ORD-1315].

  2. Login to R2 Labor application.

  3. Select Planning > search the Order [ORD-1315], as shown in Figure 2.3.

Figure 2.3 Select Planning in R2 Labor and Search the Order [ORD-1315] created in R2

  1. Click the Order [ORD-1315] link. The Order [ORD-1315] Scheduling window is displayed, as shown in Figure 2.4.

  2. Click the Resource importable button shown in Figure 2.4.

Figure 2.4  Order [ORD-1315] Scheduling window

  1. The Resource Search window is displayed, as shown in Figure 2.5.

  2. Select a Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] and does not have any company tagged where the Resource Type is a Freelancer.

Figure 2.5 Select a Resource in the Resource Search window

  1. The Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] is selected, as shown in Figure 2.6.

Figure 2.6 Resource [Emma Jones] comprising of a predefined Hourly Rate [300.00] selected

  1. Change the Status of the Labor line to Confirmed,, as shown in Figure 2.7.

Figure 2.7 Changing Labor line Status to Confirmed

  1. Select the Labor Planner importable button to add a Labor Planner [MANTRA UBS] for the order, as shown in Figure 2.8.

Figure 2.8 Select the Labor Planner for the Order

  1. Save and Exit the Order.

  2. In the R2 Labor welcome page, select the Timesheet tab and select the Create button, as shown in Figure 2.9.

Figure 2.9 Select the Create button to Create a Timesheet

  1. The Create Timesheet window is displayed.

  2. Select the Type [Job], Enter Time By [In and Out Time], and Job Name [ORD-1315], as shown in Figure 2.10.

Figure 2.10 Details within the Timesheet

  1. Enter the Hours for the Camera Operator, as shown in Figure 2.11.

Figure 2.11 Enter the Hours for first Labor line [Camera Operator]

  1. Enter the Hours for the Production Manager also,, as shown in Figure 2.12.

Figure 2.12 Enter the Hours for second Labor line [Production Manager]

  1. Enter the Expense [10$] for both the lines, as shown in Figure 2.13.

Figure 2.13 Add Expense for the Labor lines

  1. Select the Save button.

  2. Select the Send for Approval button > the Request for Approval window is displayed > enter the Message [Approved] > click the Send button, as shown in Figure 2.14.

Figure 2.14 Sending Timesheet for Approval

  1. In the R2 Labor welcome page, search the Order [ORD-1315], as shown in Figure 2.15.

  2. Select and open the Order [ORD-1315], as shown in Figure 2.15.

Figure 2.15 Search the Order [ORD-1315] in Welcome page

  1. The View Timesheet window is displayed with the Labor Position lines in Pending Status.

  2. Select the Labor Position lines and select the Approve All button, as shown in Figure 2.16.

Figure 2.16 Select the Labor lines and Select the Approve All button

  1. The Status of the Labor lines will be modified to Approved, as shown in Figure 2.17.

Figure 2.17 Change the Status of Labor line from Pending to Approved

  1. Save and Exit the Order [ORD-1315] in the R2 Labor application.

  1. Login to the R2 application.

  2. Select the Account module. The Account window is displayed.

  3. Select the Search Orders icon. The Search Orders window is displayed.

  4. Search and Open the Order [ORD-1315].

  5. Click the Labor Planning icon, the Labor Planning window with the change in Actual ST [14.00] is displayed, as shown in Figure 2.18.

Figure 2.18 Order [ORD-1315] > click Labor Planning icon > the Labor Planning window is displayed

  1. You can either select one Labor ID [PRODUCTIONMANAGER] and select the Synchronize And Update Actual Hours option or directly select the Synchronize And Update Actual Hours option, as shown in Figure 2.19.

Figure 2.19 Select the Labor ID [PRODUCTIONMANAGER] > Synchronize And Update Actual Hours option

  1. The system displays a prompt with the message "Do you want to Synchronize and Update Actual Hours", as shown in Figure 2.20.

Figure 2.20 A prompt with the message "Do you want to Synchronize and Update Actual Hours" is displayed

  1. You can either select the Selected Lines button to Synchronize And Update Actual Hours only for the selected lines or select the All Lines button to Synchronize And Update Actual Hours for all the lines.

  2. Select the All Lines button. All the approved Time Sheet in R2 Labor is now synchronized to R2 color, as shown in Figure 2.21.

Figure 2.21 The Approved Time Sheet in R2 Labor is now synchronized to R2

 

 

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